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Simon Jonathan Gisby

Deloitte Corporate Finance LLC

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About Simon Jonathan Gisby

Simon Jonathan Gisby is a financial advisor with Deloitte Corporate Finance LLC located in New York, NY. Simon has been in the financial industry since June 2, 1994. Simon has over 20 years of experience in the financial services industry. Prior to joining Deloitte Corporate Finance LLC, Simon worked at Houlihan, Lokey, Howard & Zukin Capital, UBS Warburg LLC, and PaineWebber Incorporated. Simon is a Series 7, 24, 53, 63, 79TO and SIE licensed advisor. Simon has a strong background in investment banking and securities trading. Simon is dedicated to providing his clients with personalized financial advice and investment strategies.

Firm Information

Simon Gisby is currently registered with Deloitte Corporate Finance LLC. Deloitte Corporate Finance LLC is a Limited Liability Company that was formed on January 2, 2001. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

46

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Simon Gisby’s Registration & Firm History

NY

10/15/2004 - Present

Deloitte Corporate Finance LLC (NEW YORK NY)

CA

11/28/2001 - 01/30/2004

HOULIHAN, LOKEY, HOWARD & ZUKIN CAPITAL (LOS ANGELES CA)

NY

10/31/2000 - 04/19/2001

UBS WARBURG LLC (NEW YORK NY)

NJ

03/15/1995 - 01/19/2001

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NA

02/08/1993 - 05/19/1995

COVA CAPITAL, INC.

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Licenses & Designations

BC

Issued 08/02/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/18/2005

Series 24 - General Securities Principal Examination

BC

Issued 05/17/1996

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/04/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Simon Jonathan Gisby.
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